Back to filter
Original filing (PDF)20251223112519NAL0011059505001
FIX-IT GROUP, LLC
Form 5500
FILING_RECEIVED
FIX-IT GROUP, LLC 401K PLAN
401(k) retirement plan
Signals · 4
Late filing · 1.2 mo27% in single holding~86 bps in Sched C feesNo recordkeeper disclosed
Active participants
367
Accounts w/ balance
126
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
How this plan invests
This plan
13 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
95
Concentration risk
86
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- Filed 1.2 months past the 10.5-month grace window.
- Top holding "MyCompass Ind Mod 2045 Fd R Common Collective Trust" is 27% of plan.
- 86 bps in Schedule C fees — 66% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 34% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIX-IT GROUP, LLC.
Plan sponsor
Name
FIX-IT GROUP, LLC
EIN
85-1087910
Address
16360 TABLE MOUNTAIN PARKWAY · GOLDEN, CO · 80403
Phone
(720) 636-0628
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LAWRENCE J. BEARDSLEY CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $19K | — |
| IMA WEALTH | 48-1233289 | — | SERVICE PROVIDER | $0 | — |
Investments
15 direct securities · 13 pooled funds· $2.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$1.9M
13 holdings
Uncategorized
$614K
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MYCOMPASS INDEX MODERATE 2045 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097334 / PN 480 | Common Collective Trust | — | — | $605K | 27.5% | |
| MYCOMPASS INDEX MODERATE 2055 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097335 / PN 481 | Common Collective Trust | — | — | $508K | 23.1% | |
| MyCompass Ind Mod Ret Fd R Common Collective Trust | — | — | — | $300K | 13.6% | |
| MYCOMPASS INDEX MODERATE RETIREMENT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097331 / PN 477 | Common Collective Trust | — | — | $300K | 13.6% | |
| MYCOMPASS INDEX MODERATE 2065 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271385 / PN 766 | Common Collective Trust | — | — | $247K | 11.2% | |
| MYCOMPASS INDEX MODERATE 2035 FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097333 / PN 479 | Common Collective Trust | — | — | $180K | 8.2% | |
| LOAN FUND Participant Loans - Rates 6.00% to 10.50% | — | — | — | $63K | 2.8% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $61K | 2.8% | |
| party date,rate of interest, collateral, par, or maturity date American Funds New World R6 Registered Investment Company | — | — | — | $41K | 1.8% | |
| Victory Sycmr Est Vl Fd R6 Registered Investment Company $215 * Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $36K | 1.6% | |
| INTERNATIONAL STOCK FUND - FEE CLAS GREAT GRAY TRUST COMPANY, LLC · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $26K | 1.2% | |
| Fidelity Mid Cap Idx Fd Registered Investment Company | — | — | — | $24K | 1.1% | |
| Fidelity Sm Cp Ind Fd Registered Investment Company | — | — | — | $18K | 0.8% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED FUNDS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $18K | 0.8% | |
| FedHerm Cap Preservation R6P Common Collective Trust | — | — | — | $18K | 0.8% | |
| (Held at End of Year) FIX-IT GROUP LLC 401(K) PLAN EIN#85-1087910 Plan# 001 Vangrd Equity Income Fund Adm Registered Investment Company | — | — | — | $16K | 0.7% | |
| CORE BOND FUND - FEE CLASS R1 CIT GREAT GRAY TRUST COMPANY, LLC · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $15K | 0.7% | |
| Fidelity Blue Chip Grwth K6 Fd Registered Investment Company | — | — | — | $12K | 0.6% | |
| JPMorgan Government Bd Fnd R6 Registered Investment Company | — | — | — | $8K | 0.4% | |
| Fidelity Growth Strategies K6 Registered Investment Company | — | — | — | $6K | 0.3% | |
| DFA Real Estate Secs Port Ins Registered Investment Company | — | — | — | $6K | 0.3% | |
| MYCOMPASS INDEX CONSERVATIVE 2045 F GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097339 / PN 485 | Common Collective Trust | — | — | $5K | 0.2% | |
| Gldmn Sachs SmCp Value Insi R6 Registered Investment Company | — | — | — | $3K | 0.1% | |
| MyCompass Ind Cns Ret Fd R Common Collective Trust | — | — | — | $2K | 0.1% | |
| MYCOMPASS INDEX CONSERVATIVE RETIRE GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097336 / PN 482 | Common Collective Trust | — | — | $2K | 0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2055 FUN GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097330 / PN 476 | Common Collective Trust | — | — | $2K | <0.1% | |
| SMALL CAP GROWTH FUND II - FEE CLAS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $224 | <0.1% | |
| MYCOMPASS INDEX AGGRESSIVE 2065 FUN GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271384 / PN 765 | Common Collective Trust | — | — | $157 | <0.1% |
Related plans
Other plans using VOYA RETIREMENT INSURANCE & ANNUITY
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
VOYA SERVICES COMPANY
VOYA 401(K) SAVINGS PLAN
$2.7B · 7,442 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI 403B RETIREMENT PLAN
$2.6B · 12,772 participants
CEDARS-SINAI MEDICAL CENTER
CEDARS-SINAI DEFINED CONTRIBUTION
$1.1B · 13,560 participants
MERCY HEALTH CORPORATION
MERCY HEALTH CORPORATION EMPLOYEES RETIREMENT PLAN
$827.7M · 7,008 participants
WASTE CONNECTIONS, INC.
WASTE CONNECTIONS, INC. 401(K) PROFIT SHARING PLAN
$799.3M · 17,293 participants
Similar-size All Other Professional Services plans
SOUTH CAROLINA OFFICE OF RURAL HEALTH
SOUTH CAROLINA OFFICE OF RURAL HEALTH TAX DEFERRED ANNUITY PLAN
$2.2M · 42 participants
CHANDLER EQUIPMENT, INC.
CHANDLER EQUIPMENT, INC. 401(K) AND PROFIT SHARING PLAN
$2.2M · 95 participants
RHINO 7 CONSULTING COMPANY
RHINO 7 CONSULTING 401(K) PLAN
$2.2M · 21 participants
POLDER PRODUCTS LLC
POLDER PRODUCTS LLC 401(K) PROFIT SHARING PLAN & TRUST
$2.2M · 16 participants
EMERALD CITIES COLLABORATIVE
EMERALD CITIES COLLABORATIVE 401(K) PLAN
$2.2M · 55 participants
PLATO TEAM INC
PLATO TEAM INC 401(K) PROFIT SHARING PLAN & TRUST
$2.2M · 13 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B